Find and update Pipedrive deals for new sent documents in eSign Genie
Sent out a quote to a lead? Update a current deal or create a new deal in Pipedrive to reflect the current stage of a sales process. This template allows you to update or create a deal for newly sent eSign Genie documents.
- When this happens...Document SentTriggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
- automatically do this!Update DealUpdates an existing deal.
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More things you can do with eSign Genie and Pipedrive
Discover other triggers and actions you can use with eSign Genie and Pipedrive
- Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Document Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Document Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - TemplateRequired
- Folder Name
- First NameRequired
- Last NameRequired
- EmailRequired
- PermissionRequired
- SequenceRequired
- Host Email Id
- Allow Name Change
- Sender Email
- SignIn Sequence
- Send Now
- In Person Enable
- Fix Recipient Parties
- Fix Documents
- Send Success Url
- Send Error Url
- Sign Success Url
- Sign Decline Url
- Sign Later Url
- Sign Error Url
ActionWrite
- Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Document Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Activity filterRequired
Try ItTriggerPolling
Related Zap Templates
- Create folders from templates in eSign Genie from new Pipedrive contacts
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- Create folders for templates in eSign Genie and update new Pipedrive deals
- Create folders from templates in eSign Genie for new CRM deals in Pipedrive
- Send eSign Genie documents for new deal matching filters in Pipedrive
- Create folders from eSign Genie templates for new Pipedrive leads
- Update deals in Pipedrive for newly-cancelled documents in eSign Genie
- Update Pipedrive CRM deals when new documents are viewed in eSign Genie
- Update Pipedrive deals for newly signed eSign Genie documents
- Find and update Pipedrive deals for new deleted documents in eSign Genie
- Create persons in Pipedrive from newlly-executed eSign Genie documents
- Create people in Pipedrive for newly sent eSign Genie documents
- Update Pipedrive people for newly executed eSign Genie documents
Related Zap Templates
- Create folders from templates in eSign Genie from new Pipedrive contacts
- Create folders from templates in eSign Genie for new CRM deals in Pipedrive
- Update deals in Pipedrive for newly-cancelled documents in eSign Genie
- Find and update Pipedrive deals for new deleted documents in eSign Genie
- Update Pipedrive people for newly executed eSign Genie documents






